Sun Life Financial’s Darden Restaurants DRI Stock Holding History

Sun Life Financial’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-77	Closed	-$11K	–	196
2021 Q1	$11K	Hold	77	–	–	﹤0.01%	375
2020 Q4	$9K	Sell	77 -1	-1%	-$107	﹤0.01%	386
2020 Q3	$8K	Hold	78	–	–	﹤0.01%	373
2020 Q2	$6K	Buy	78 +11	+16%	+$780	﹤0.01%	376
2020 Q1	$4K	Sell	67 -5	-7%	-$486	﹤0.01%	393
2019 Q4	$8K	Sell	72 -28	-28%	-$3.18K	﹤0.01%	347
2019 Q3	$12K	Hold	100	–	–	﹤0.01%	474
2019 Q2	$12K	Sell	100 -109	-52%	-$13K	﹤0.01%	466
2019 Q1	$25K	Sell	209 -134	-39%	-$14.7K	0.01%	456
2018 Q4	$34K	Buy	343 +3	+0.9%	+$321	0.01%	457
2018 Q3	$38K	Buy	340 +4	+1%	+$451	0.01%	496
2018 Q2	$36K	Buy	336 +288	+600%	+$26.4K	0.01%	494
2018 Q1	$562	Sell	48 -223	-82%	-$21.1K	0.01%	413
2017 Q4	$26K	Sell	271 -649	-71%	-$54.8K	﹤0.01%	388
2017 Q3	$72K	Buy	920 +13	+1%	+$1.09K	0.01%	406
2017 Q2	$82K	Buy	907 +901	+15,017%	+$78.7K	0.01%	372
2017 Q1	$67	Buy	6 +1	+20%	+$75	﹤0.01%	473
2016 Q4	$67	Buy	+5	New	+$347	﹤0.01%	422

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return